To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.58% | 0.84 | 13.46% | 60.61% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -3.60% | 2.20% | 12.10% | -5.80% | 21.10% | 25.50% | |||
| NSE 500 | -3.10% | 4.20% | 15.40% | 3.00% | 16.40% | 17.40% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| First Global The India Super 50 | Multi Cap | Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team | 11 February 2020 | 2Y 11M | - | NSE 500 | 25.50% | 68 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 1.84% | -4.93% | 60.61% | -3.09% | 0.86 | 13.46% | -0.72 | 12.60% | 0.82 | 51.52 % |
| Nifty 500 | -0.19% | -4.39% | -4.58% | 0.84 | 10.36% | 0.70 | 48.48 % | |||
| Nifty Midcap 100 | -5.79% | -1.21% | -7.00% | 0.66 | 4.72% | 0.26 | 42.42 % | |||
| Nifty Smallcap 100 | 2.89% | 5.7% | 8.59% | 0.60 | 10.69% | 0.50 | 42.42 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| NIPPON INDIA ETF BANK BEES | 11.63 |
| State Bank of India | 4.97 |
| ICICI Bank Ltd | 4.44 |
| Infosys Ltd | 3.18 |
| ITC Ltd | 2.97 |
| Top 5 Equity Holdings | 27.19 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 7.00 |
| Consumer Discretionary | 11.00 |
| Health Care | 12.00 |
| Information Technology | 23.00 |
| Materials | 31.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 51.20 |
| Mid Cap | 26.90 |
| Small Cap | 17.70 |
| Cash | 4.20 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of First Global PMS
Which is the best company through which an investor can invest in First Global India Super 50 Portfolio – (IS50)?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.
